Allocator Index · CRD 282244
Fit score
88
- real_estate_fund+40
- hnw>=75+16
- aum $100M-$250M+16
- hnw_majority+8
- employees 3-60+8
HNW clients
91
Other individuals
—
HNW assets
$115.4M
Total AUM
$221.7M
Employees
35
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| CYPRESS VIEUX INVESTORS, LLC | Real Estate Fund | $14.0M |
| AMBLING INVESTMENTS III, LLC | Real Estate Fund | $11.9M |
| MYSA HOSPITALITY FUND, LLC | Real Estate Fund | $10.5M |
| PRIME PROPERTIES FUND I, LLC | Real Estate Fund | $9.7M |
| 222 LOYOLA INVESTORS QOF, LLC | Real Estate Fund | $7.2M |
| GENYSIS VENTURE FUND, LLC | Real Estate Fund | $6.7M |
| AMBLING INVESTMENTS II, LLC | Real Estate Fund | $6.2M |
| AMBLING IV INVESTMENTS, LLC | Real Estate Fund | $3.9M |
| NOLIN SANDS INVESTORS, LLC | Real Estate Fund | $2.0M |
| SPRING VALLEY INVESTORS, LLC | Real Estate Fund | $1.5M |
| MAPLE HILL INVESTORS, LLC | Real Estate Fund | $1.5M |
| PIEDMONT SOLAR INVESTORS, LLC | Real Estate Fund | $1.5M |
| WOODBURY SOLAR INVESTORS, LLC | Real Estate Fund | $1.5M |
| SILVER OAK CAPITAL, LLC | Real Estate Fund | $1.4M |
| CANARD CLAY INVESTORS, LLC | Real Estate Fund | $1.4M |
| KINDER RESERVE INVESTORS, LLC | Real Estate Fund | $1.3M |
| HART SANDS INVESTORS, LLC | Real Estate Fund | $1.3M |
| CRESCENT FLAT INVESTORS, LLC | Real Estate Fund | $1.2M |
| LAGNIAPPE CLAY INVESTORS, LLC | Real Estate Fund | $1.2M |
| SPRING CREEK INVESTORS, LLC | Real Estate Fund | $1.2M |
| NET LEASE PROPERTIES FUND I, LLC | Real Estate Fund | $1.1M |
| CLARK RANGE INVESTORS, LLC | Real Estate Fund | $1.1M |
| GRAND CLAY INVESTORS, LLC | Real Estate Fund | $1.0M |
| FALLING WATER INVESTORS, LLC | Real Estate Fund | $1.0M |
| STOKES PLATEAU INVESTORS, LLC | Real Estate Fund | $1.0M |
| ACADIANA CLAY INVESTORS, LLC | Real Estate Fund | $914K |
| SABINE CLAY INVESTORS, LLC | Real Estate Fund | $883K |
| BREAKWATER INVESTMENTS, LLC | Real Estate Fund | $871K |
| DAVIS CLAY INVESTORS, LLC | Real Estate Fund | $821K |
| BIG CREEK INVESTORS, LLC | Real Estate Fund | $798K |
| RIVER BIRCH INVESTMENTS, LLC | Real Estate Fund | $788K |
| CUMBERLAND GAP INVESTORS, LLC | Real Estate Fund | $767K |
| ALLEN PINES INVESTORS, LLC | Real Estate Fund | $738K |
| CYPRESS EAST INVESTORS, LLC | Real Estate Fund | $697K |
| PREMIER CLAY INVESTORS, LLC | Real Estate Fund | $588K |
| BEE ROCK INVESTORS, LLC | Real Estate Fund | $563K |
| AVERY TRACE INVESTORS, LLC | Real Estate Fund | $539K |
| SILAS MINE INVESTMENTS, LLC | Real Estate Fund | $525K |
| AMBLING INVESTMENTS, LLC | Real Estate Fund | $156K |
| CONSORTIUM ENERGY FUND II, LP | Other Private Fund | $2.8M |
| CONSORTIUM ENERGY FUND, LLC | Other Private Fund | $1.5M |